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Beaird Harris Wealth Management’s Toll Brothers TOL Stock Holding History

Beaird Harris Wealth Management’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15K Hold
7
– – ﹤0.01% 556
2026
Q1 		$956 Hold
7
– – ﹤0.01% 539
2025
Q4 		$947 Hold
7
– – ﹤0.01% 567
2025
Q3 		$967 Buy
7
+2
+40% +$261 ﹤0.01% 578
2025
Q2 		$571 Buy
+5
New +$519 ﹤0.01% 598
2023
Q1 		– Sell
-13
Closed -$649 – 725
2022
Q4 		$649 Buy
+13
New +$598 ﹤0.01% 672

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beaird Harris Wealth Management's TOL Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Toll Brothers (TOL) position steady in Q2 2026 at 7 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Beaird Harris Wealth Management first reported a position in TOL in Q4 2022 and has held it in 6 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Beaird Harris Wealth Management held 7 shares of Toll Brothers worth $1.15K as of Q2 2026.
  • Beaird Harris Wealth Management left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #556 holding.
  • Beaird Harris Wealth Management first reported a position in Toll Brothers in Q4 2022 and has held it in 6 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.